I'd call the current US equity regime: "slow motion crash." The current environment increasingly looks like "stagflation" - weakening fundamentals coupled with rising inflation. The reason that's so ugly for stocks is that the rising inflation direc | tweet by Ari Paul ⛓️ - Upcarta

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Raoul Pal @RaoulPal · Mar 7, 2022

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Great thread.

Tweet Mar 7, 2022

I'd call the current US equity regime: "slow motion crash." The current environment increasingly looks like "stagflation" - weakening fundamentals coupled with rising inflation. The reason that's so ugly for stocks is that the rising inflation direc

by Ari Paul ⛓️

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